A CPA's Guide to Estate Planning Techniques for the Closely-held Business Owner PDF Download
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Author: David Thomas
Publisher: Amer Inst of Certified Public
ISBN: 9780870512940
Category : Business & Economics
Languages : en
Pages : 117
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Book Description
Author: David Thomas
Publisher: Amer Inst of Certified Public
ISBN: 9780870512940
Category : Business & Economics
Languages : en
Pages : 117
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Book Description
Author: Louis A. Mezzullo
Publisher:
ISBN: 9781633590243
Category : Close corporations
Languages : en
Pages :
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Book Description
... is designed as a guide to the lifetime and post-mortem estate planning techniques primarily applicable to the owners of interests in closely held businesses.
Author: David Thomas (III.)
Publisher: Amer Inst of Certified Public
ISBN: 9780870512957
Category : Business & Economics
Languages : en
Pages : 201
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Book Description
Author: Edwin T. Hood
Publisher: CCH Tax & Accounting
ISBN: 9781567065923
Category : Law
Languages : en
Pages : 1692
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Book Description
Closely Held Businesses in Estate Planning collects and organizes all the important statutory law, rules and regulations. This newly updated masterwork also presents complete and comprehensive coverage of the strategies and practices for protecting the value of the closely held business while limiting the tax burden on the owner's estate. Now you can turn to one well-organized and easy-to-use reference to find the current law and best practice guide lines. You'll develop a working understanding of how business entities may be utilized to take advantage of the new tax provisions including -- limited partnerships, limited companies, S Corporations, and C Corporations.
Author: William P. Streng
Publisher: John Wiley & Sons
ISBN: 1119157129
Category : Business & Economics
Languages : en
Pages : 736
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Book Description
Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference presents the basic estate, gift, and trust planning ideas in a descriptive and accessible manner—allowing you to easily and conveniently access the information you need when you need it. This essential text covers the development of estate planning strategies for your clients, the fundamentals of the federal transfer tax system, relevant federal income tax rules, lifetime donative asset transfers, gratuitous property transfers at death, generation-skipping transfers, special property transfer planning considerations, and post-mortem planning. When done effectively, estate planning enables your clients to make both lifetime and testamentary transfers of assets to beneficiaries of their choice. In the process, strategic, successful estate planning strategies conserve wealth for these beneficiaries, who are often family members of the client. Leveraging the right methods of estate planning can ensure that you achieve your client's objectives. Explore the fundamentals of estate planning as they relate to wealth transfer planning Dive into special property transfer planning considerations, including community property, life insurance, charitable transfers, closely held corporations, etc. Better serve your clients by having access to relevant, easy to navigate information on estate planning best practices Reinforce these new ideas with a comprehensive test bank Estate Planning is your guide to estate planning concepts that help you protect your assets during wealth transfer—and prepare for your assets to change hands as smoothly as possible.
Author: Harold Weinstock
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 456
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Book Description
Author: Russell J. Fishkind
Publisher: John Wiley & Sons
ISBN: 9780471214489
Category : Business & Economics
Languages : en
Pages : 422
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Book Description
EFFECTIVE ESTATE AND BUSINESS SUCCESSION PLANNING UNDER THE NEW TAX LAW A properly designed and implemented estate and/or business succession plan is key to providing for and protecting loved ones in the most tax-efficient manner possible. A team of advisors must be assembled from the disciplines of law, insurance, finance, accounting, and tax in order to create a plan that optimizes planning opportunities incorporating both the current state of law with the current state of one’s mind. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition provides you with a unique and comprehensive analysis of the Economic Growth and Tax Relief Reconciliation Act of 2001, the new retirement distribution rules, Section 529 education plans, and split dollar insurance guidelines. It can help professionals and experienced individuals alike take advantage of opportunities presented by the new tax law, avoid common mistakes, and understand complex estate and business succession planning techniques. Written by two attorneys who specialize in estate planning matters, this easy-to-read book provides you with complete information and strategies for a variety of issues including: How to plan in light of the phased-in provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001 Top twenty factors to consider when creating one’s Will, as well as creating a Power of Attorney and Health Care Proxy Annual Exclusion and Exemption Equivalent Planning Irrevocable Life Insurance Trusts and Crummey Notices Charitable Remainder Trusts and Foundations Family Limited Partnerships Business Succession Planning Techniques Split Dollar Plans Section 529 education plans Retirement distribution rules Self-Canceling Installment Notes Intentionally Defective Grantor Trusts GRITs, GRATs, and GRUTs And this is just a sampling of the expertise that the authors provide in a truly unique and understandable text. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition contains all you need to make the most of the new tax law while navigating this complex area, and shows you how to protect and provide for loved ones for generations to come. Please visit our Web site at www.jklasser.com
Author:
Publisher: CCH
ISBN: 9780808091790
Category : Business & Economics
Languages : en
Pages : 1100
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Book Description
The CCH Financial and Estate Planning Guide is the premier guidebook for professionals who structure, tailor and administer financial and estate plans. In the clearest of language, the guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families.
Author: Sheryl L. Rowling
Publisher: CCH
ISBN: 9780808091448
Category : Business & Economics
Languages : en
Pages : 824
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Book Description
Tax and Wealth Strategies for Family Businesses is a one-stop reference for professional advisors of closely-held business owners--CPAs, attorneys, and sophisticated financial planners. It covers a range of tax and financial planning areas affecting entrepreneurs, their businesses, and their families. It is structured so that novice as well as the sophisticated practitioner will find useful advice and practical tools to guide their clients throughout the life cycle of a family business.
Author: Leo J. Cushing
Publisher:
ISBN:
Category : Close corporations
Languages : en
Pages : 446
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Book Description
